The Tricky Issue of Later Life Planning

The Tricky Issue of Later Life Planning

Many clients who have their later life planning under control say it was easier than they thought and they felt better once they had dealt with it. Conversations with clients about later life and dying can be difficult or uncomfortable and yet this is an essential...
Life Begins at 40!

Life Begins at 40!

It’s well known life begins at forty. Doesn’t it? Last month, our Managing Director, Gretchen, tuned 40! If you’ve spoken to her recently, you’ll know she’s all a-buzz about her travel plans to Japan, home improvements and her new niece or nephew arriving in the...